We are an Advisory Investment Banking Firm – “A trusted partner for an organization’s most important decisions” We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their industry, and today’s global market, we help navigate the short- and long-term opportunities and challenges facing an organization. For over 30 years, our team has been managing complex financial transactions that maximize value for our clients while earning their trust and building…
Warp & Weft provides management consulting as well as investment banking services covering four key areas: Sales & Marketing Finance & OperationsStrategic Change ManagementCapital Raises (Debt & Equity)We approach every project as a unique opportunity to tailor a specific solution for your company.
Our Mission:We help borrowers and bank workout officers get to sleep at night. Using our proprietary database of nationwide specialty lenders, Kaldes Financial has been helping companies break free of troubled banking relationships by sourcing targeted debt financing, nationwide. Our mission is to provide best-in-class service for borrowers, lenders and service providers by finding the most suitable deal structure for each needed financing in as expedient a manner as possible.Responsive:At Kaldes Financial, our goal is simple: To get your company the most ideal financing available in the…
Superior Business Lending is a full service small to medium-sized business lending provider. Superior works with businesses throughout the country that might not fit into the traditional bank guidelines.
Bizapity is a Venture Capital firm that specializes in Pre-Revenue start-ups and developing innovative web platforms. Bizapity was founded in 2013 and has developed internet properties and made capital investments growing our portfolio to over 50MM. Bizapity is also a leader in software development, complex algorithm development, SEO and Internet Marketing. Bizapity has also conceptualized, developed, monetized and flipped numerous internet properties over its history and specializes in developing custom enterprise level web platforms for investors, companies and partners.Our properties have…
Kirk+Co is an investment and advisory firm focused exclusively on:-Capital Formation through Non-Dilutive financing,-Direct Business Lending -Managing private investments in closely held companies for sophisticated investors.We typically work with sophisticated management teams who appreciate Kirk+Co’s execution model: day-to-day involvement of highly experienced partners. We take a consultative approach with each client and aim to provide value-added Capital Advisory, Succession Planning, and Strategic Consulting. Firm principal, Kendrick Kirk has worked with companies in all steps of…
We provide professional services to businesses and their leaders, offering experienced guidance and strategic planning at every stage of business growth—from start-up to succession. We personally serve entrepreneurial, public, non-profit and individual clients.We have over 400 employees providing traditional accounting, audit and tax services, and business, risk and forensic advisory services. But more than that, we’re focused on bringing our clients joy—minimizing stress, opening up new possibilities, and making life sweeter.
Deal strategist focused on capital raises for acquisitions in healthcare clinics, hearing aid centers, deathcare (funeral and cemetery), Indoor Flea Markets transitioning Big Box real estate, various covered ground play developments, Specialized Consumer Services, Funeral, Cemetery and Hearing Aid Clinics, Flea Markets - IndoorI am accomplished in deal sourcing, creation and operation. From a deal advisor to CEO and/or Interim COO level. Fostering a demonstrated heavy acq. development path ranging from small $1-10M to middle sized $20M to $50M merger & acquisition businesses. Including real…
1) Consumer Product Goods:We invest in and advise consumer product goods (CPG) companies. I was introduced to the CPG space by launching my own brand in over 4,500 points of sale nationwide. Our operating company wedreamcenter.com expands the growth and sales of our CPG clients. Founding team has directly overseen over $1.1B in CPG wholesale sales.Typical company profiles: -Our CPG clients (we grow their sales) range from $0M-$10M in annual Revenue and are looking for investors. -Once our CPG clients reach $5M-$15M+ in Mass Market Annual Rev they are looking for a company sale. 2) Real…
Glick Financial Solutions is an advisory firm working with small and middle market businesses trying to grow, turnaround, acquire a company or asset or sell a company or asset. Since 1986, we have provided hands on operational advice to help our clients reach their operational goals. We also arrange and raise all of the capital required by our clients to reach their goals. We commonly source, structure and negotiate senior lines of credit, subordinated debt and equity in support of our clients goals.We assemble appropriate teams of professionals to perform due diligence on M&A projects and…
A boutique consulting & advisory business focusing on credit, treasury, and corporate finance services. We work with qualifying firms to assess debt capacity, structure facilities and find suitable lending partners. We can cover the entire suite of debt and hybrid debt products.
Outsourced Corporate Development services to support company executives during strategic planning and transactions. TMA develops strategy to drive high-ROI growth - by assembling all strategic alternatives, their investment needs, risks and potential upsides. TMA supports executives in the day-to-day of executing a transaction so management can run the business, and meet the numbers promised to deal partners. Activities include, financial modeling data room, information memoranda, due diligence requests and processes, negotiations, documentation.
Nemetti Consulting advises advanced technology startups and mid-market SMEs on value elucidation. We write creative flywheels and implementation plans to make the most of previously-hidden resource streams. In doing so, we ensure maximum return on any investment for our clients and their investment/acquisition partners.
Avistas is an independent advisory firm specializing in agility, growth and transformation. During our 15 years of history, we have served clients across most all of the recognized "critical infrastructure" industries both domestically and abroad.Avistas measures results in revenue growth, profitability and risk management while driving changes top down, through people, process and technologies.Avistas generally engages our clients and partners with "SNAP Assessments" followed by comprehensive and actionable "Journey Maps" designed to focus on urgent priorities and achievable steps towards…
With involvement in over 150 mergers and acquisitions, RVR has solidified a process that guides exit strategy, defines goals, and prioritizes personal and professional objectives when partnering with both business owners and private equity groups. We recognize that selling or acquiring a business is daunting, especially without the time, strategy, and resources to ensure a beneficial outcome for both buyer and seller. We evaluate your company’s options to offer peace of mind and confidence to management before, during, or after a major transaction or exit.Acquisition Criteria…
Aurynion provides management consulting and advisory services focusing on Business Growth, Optimization & Improvement as well as Merger & Acquisition (M&A). We cater our services directly to small- and medium-sized companies. We work together with financial advisory and investment firms - such as Investment Banks, M&A Lawyers and Venture Capital / Private Equity funds - and support our clients in their dynamic portfolios as well as in new transactions. Aurynion LLC was founded in 2012 and is headquartered in New York City.
SRG Ventures has established itself as one of the leading business and brand development companies for emerging brands, visionary entpreneurs and established companies with new ideas looking to grow and increase their revenues.We also have expertise in numerous other fields to include:licensing,fund raising,product design/manufacturing and contacts and a network in the U.S. and International Retail Industry.
Small business owners face both challenges and opportunities on a daily basis that require them to have access to capital. LVRG offers small business loans, revenue based financing, cash flow & working capital solutions to help you overcome the challenges unique to your business, or to take advantage of important time sensitive opportunities.From purchasing inventory and equipment to remodeling and advertising, small businesses need capital for many reasons. Our business financing products may be used for any business expense, even if you just need an influx of capital to boost your cash…
New Food Strategies is devoted to helping startup and early stage food entrepreneurs navigate the high change environment of fast growth. Whether your goal is to grow and exit or build a company for the long term, getting guidance from someone who has traveled the path means you can reach your goals faster and with less risk. We want to help you succeed.We have experience in effectively managing the critical areas of PEOPLE, CUSTOMERS, CASH, SYSTEMS and LEADERSHIP in a wide variety of high growth situations. We know how to balance the critical decisions demanded today with a vision of what…
